What We Do | Trust Point | La Crosse, Eau Claire, Minneapolis
What We Do

Trust Point Helps You Build Wealth Without Worry

Life is a series of planned and unplanned events, some more complex than others.  For over a century, we have helped individuals, families, non-profit organizations and businesses preserve and increase their wealth during life’s ups and downs. With the fiduciary standard as our guide, we build long-lasting relationships, taking the time to get to know you and understand what you want to achieve.

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Trust & Estate Services

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Investments &
Wealth Management

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401(k) Plans

Foundations and Non-Profits Blue Icon FINAL

Foundations &
Non-Profits

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Family Office
 

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Emerj360
 

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Emerj360 offers all the conveniences of digital investing, plus the added benefit of personalized service from our team of financial professionals when you need it.  For individual investors with $50,000 – $1M in assets.

Trust Point’s wealth management offers comprehensive trust & estate services, financial planning, investment management, retirement planning, non-profit & foundation services, and corporate retirement plans.

The Trust Point Family Office is a specialized division serving the unique needs of ultra-high-net-worth individuals. No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.

News & Insights

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10 Key Changes from Secure 2.0

After many previous efforts and false starts, the Consolidated Appropriations Act of 2023 (the “CAA”), which includes the more widely known, Secure...
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6 Ways Donor-Advised Funds Help Clients Without Children

Individuals and couples without children are increasingly recognizing the benefits of donor-advised funds, often with the help of their financial advisors. Consider...
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Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...
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Preserve & Increase Your Wealth

We provide peace of mind for you and your family, taking care of your financial complexities so you can focus on what matters most.

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